About Us

Call us for a no-obligation consultation today.

Who We Are

We are located in beautiful Brevard County, Florida.

Since 1987, we have been providing clients with unbiased and independent advice in the areas of investments and insurance, as well as estate and retirement planning. We are not tied to any particular products or services; therefore we are free to recommend any type of investment or insurance. Because of this, our interests are the same as our clients.

Our goals are to:

Provide you with superior financial strategies and customer service
Conduct our business with integrity, diligence, full candor, and imagination
Educate clients on the most current financial products and opportunities

Our services include preparing and implementing comprehensive personal financial plans, managing investment portfolios, tax planning, and recommending insurance strategies.

We have extensive expertise in the areas of IRA and other asset distribution and preservation strategies for future generations. We specialize in stretching distributions from qualified and non-qualified retirement plans, working with clients to generate multiple streams of lifetime income for their beneficiaries (spouse, children, and grandchildren).

We often work closely with other local professionals, including attorneys, accountants, and insurance experts, to craft a plan as unique as you are.

Mike Baumann

Mike F. Baumann, 3rd is an Independent Financial Services Professional. Mike took an accelerated graduation from the prestigious Wharton School of Business at the University of Pennsylvania in 1982. Mike’s prior work with the Small Business Administration and his Wharton financial background caught the eye of executives at Merrill Lynch. After a brief stay in the Melbourne, FL branch, Mike left Merrill to found Honor Financial Group, Inc. The timing was extraordinary. Two weeks later, the stock market crashed. It was October 1987.

Over the years, Mike has consulted with a wide variety of clients. He assists both pre-retirees and those in retirement, specializing in ages 55 and up, as well as extended families. His client’s careers span all walks of life, including business owners, doctors, attorneys, realtors, bankers, accountants, and employees of Fortune 500 companies.

Mike currently holds the Series 7, 63, and 65 full securities licenses, and is insurance licensed as well. He has completed extensive coursework, including a 20-part program, providing expertise in many areas related to retirees’ issues, including housing, health issues, and of course, retiree finances and estate planning.

In addition, Mike has extensive expertise in the areas of IRA and other asset distribution and preservation strategies for future generations. He specializes in stretching distributions from qualified and non-qualified retirement plans, working with his clients to generate multiple streams of lifetime income for their beneficiaries (spouse, children, and grandchildren).

Living in Indian Harbour Beach, FL, with his lovely wife Robin, Mike enjoys golfing, snow skiing, exercising and traveling.

Robin Baumann

Robin R. Baumann is an alumnus of the Florida Institute of Technology, where she majored in accounting. She also is insurance licensed.

Early in her career, Robin worked in a major public accounting firm, where she managed the bookkeeping staff. This exposed her to a huge variety of accounting and tax situations, concerning both individual and business tax returns. Immediately prior to joining our practice, she was the accountant for a large property and casualty insurance firm.

Currently, Robin splits her time between handling our client’s service issues and preparing all of our firm’s accounting needs.

Robin is an avid reader, golfer, and world traveler.

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Let’s get started planning for the retirement you deserve.